Unlock peer percentile detail for $4.99 your first month
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Unlock 5-year trajectory for $4.99 your first month
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $76,076 | $209,336-63.7% | $197,124-61.4% | $137,256-44.6% |
| Participation rate | 80.0% | 87.3%-7.3pp | 86.7%-6.7pp | 80.0%0pp |
| Annual return | 21.70% | 48.09%-26.4pp | 44.34%-22.6pp | 220.34%-198.6pp |
| Employer contribution / active EE | $2,750 | $6,591-58.3% | $6,227-55.8% | $4,156-33.8% |
| Participant deferral / active EE | $8,420 | $9,614-12.4% | $9,135-7.8% | $6,407+31.4% |
| Admin fee / account holder | $20 | $17,308-99.9% | $16,298-99.9% | $12,270-99.8% |